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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,190 | $83,908-80.7% | $68,509-76.4% | $125,389-87.1% |
| Participation rate | 88.9% | 78.2%+10.7pp | 74.7%+14.2pp | 83.2%+5.7pp |
| Annual return | 4.28% | 14.48%-10.2pp | 8.27%-4.0pp | 282.24%-278.0pp |
| Employer contribution / active EE | $164 | $3,031-94.6% | $2,278-92.8% | $4,866-96.6% |
| Participant deferral / active EE | $3,042 | $4,125-26.2% | $3,382-10.1% | $5,352-43.2% |
| Admin fee / account holder | $1,390 | $8,982-84.5% | $5,275-73.7% | $9,541-85.4% |